Wealth Management Consultant Jobs in Frisco, TX

Lead our statutory accounting processes, enhancing reporting efficiency and accuracy. Collaborate cross-functionally while overseeing teams to ensure compliance and maintain strong internal controls i...

Champion advisor productivity by shaping strategy and driving enhancements across tools and resources, ensuring alignment with business goals for impactful client engagement and operational excellence...

Champion client success through strategic engagement and revenue cycle improvements, driving performance, satisfaction, and growth for enterprise partners while leading operational excellence across h...

Unlock potential by leading transformation initiatives in Life & Annuity. Guide clients from strategy to measurable outcomes, driving change through innovative solutions and modern workflows while col...

Lead the charge in providing strategic guidance on complex accounting and financial reporting issues. Collaborate with clients on transformational business deals, leveraging your expertise to drive qu...

Transform the Life Insurance landscape by leading complex initiatives, partnering with clients to craft strategic objectives and delivering innovative solutions that enhance operational efficiency and...

Lead transformative initiatives in Life Insurance by bridging strategic goals with actionable plans, enhancing systems and processes through technology, and empowering cross-functional teams to drive...

Advance your career by overseeing payroll activities and ensuring compliance. Engage with clients, manage deliverables, and guide a junior team while implementing payroll systems to enhance efficiency...

Advance your career by executing complex investigations into high-risk financial crimes. Lead multi-entity analysis while mentoring analysts, ensuring regulatory compliance with OCC, FinCEN, and inter...

Champion risk innovation by leading strategic functions in a modern, agile framework. Collaborate with senior leaders to create effective governance while managing complexity in AI, data, and operatio...

Shape the future of tax strategies by leading our diverse team and managing client relationships. Engage with various industries to deliver tailored solutions and ensure client satisfaction while driv...

Transform data management at an enterprise level by leading cross-functional teams, architecting innovative solutions, and implementing governance strategies that enhance data quality and drive analyt...

Engage with primary and swap dealers to integrate USDC into capital markets. Drive adoption in repo and derivatives, ensuring alignment with regulations while advising senior leadership on benefits an...

Transform your career by driving enterprise sales for innovative investment solutions. Collaborate with marketing and product teams to expand our market presence, engage with key clients, and achieve...

Transform financial insights into strategic business decisions. Lead budgeting, forecasting, and financial analysis for key business units while enhancing financial processes and tools, supporting gro...

Architect innovative Salesforce solutions, driving client success through technical excellence, quality assurance, and collaborative strategies, while leveraging advanced cloud technologies for optima...

Elevate your career by supporting clients in risk management initiatives, overseeing claims, and ensuring exceptional service. Build strong relationships while resolving complex issues and collaborati...

Reimagine treasury solutions by collaborating with clients to design innovative payables strategies that drive business growth and optimize working capital. Leverage your extensive expertise to influe...

Develop and implement a strategic roadmap for pooled plan products, collaborating across teams to identify market opportunities and ensure alignment on goals. Drive product enhancements that align wit...

Engage with clients as a Senior Associate, optimizing Oracle EPM Cloud solutions, providing expert training, and enhancing operational efficiency through innovative consulting and project management w...

Unlock potential by designing and implementing innovative data governance strategies. Collaborate with clients to ensure data quality, support cloud transformation, and enable AI readiness, driving si...

Transform dealer relationships by managing day-to-day operations and ensuring portfolio performance. Collaborate cross-functionally while assessing risks and providing integrated banking solutions to...

Join us to assess cybersecurity programs, enhance risk management strategies, and deliver advisory solutions to clients across various sectors. Collaborate with teams to fortify defenses against evolv...

Transform client finance operations by leading advisory teams, driving engagement efforts, and enhancing project outcomes. Collaborate across disciplines to identify innovative solutions, exceed clien...

Empower global A&D teams by harnessing knowledge across industries, enhancing results through expert collaboration and innovative practices, while supporting strategic initiatives that drive exception...